Capture one-off feature batch + lock pipeline-stages/flags redesign spec
Triaged eight one-off ideas (2026-06-18) into ROADMAP; #6 (spark-control dashboard card) routed to standards/INBOX. Sharpened the pipeline-stages idea into a locked spec (2026-06-19): 4-stage per-investor funnel (Lead/Engaged/Diligence/Commitment), auto-derived Existing-Investor flag, Priority+Graveyard disposition (Longshot dropped), staleness as a derived recency overlay + W1b Matrix nudge (never auto-demotion), one global stale threshold, and the card-presentation decisions. AGENTS Current-state notes the built-pending view reorder + the captured batch.
This commit is contained in:
@@ -114,6 +114,7 @@ _Phase 0 + Phase 1 built; **box + repo live at v0.1.0:94** (reminders W1 + NL-qu
|
||||
- **W1 — reminders & follow-ups: LIVE (shipped v93).** First-class tickler tied to the grid (migration `0006`; CRUD `/api/reminders`; derived `reminder_status` grid column; Reminders page + dashboard card + digest section; the `last_activity_at` recency rollup W2 reuses). Deferred **W1b** = nurture-gap auto-suggested reminders.
|
||||
|
||||
- **Done & live (detail in git log / ROADMAP):** email-proposal Matrix review + `bot` role (box v91); grid-driven Pipeline (v88); Matrix intake bot (Spark `matrix-intake` container); Gmail capture (DWD) + propose→approve + daily digest; Thesis Workshop + Architect (Claude, dual-approval); outreach drafts + radar. All draft-only.
|
||||
- **Built, deploy pending:** **drag-reorder fundraising grid views** (frontend-only; sidebar view list, `moveViewBefore` in `index.html`, persists via the existing grid autosave → `views_json`; render-smoke green, browser interaction not yet tested). Part of a **one-off feature batch triaged 2026-06-18** (mobile-first follow-on) now captured in `ROADMAP.md` → "One-off feature batch" (Squarespace-lead capture, outreach-detector contacts, new pipeline stages, voice-note→Spark transcription, intake LLM-search, email approve/reject learning) + a spark-control dashboard-card item in `standards/INBOX.md`.
|
||||
- **Tests:** **35/35 backend green** (`python3 backend/run_tests.py`), `py_compile` clean; render-smoke gates `make`.
|
||||
- **Next (priority order):** 1) **in-room Matrix smoke** of the Q&A room (type a real question; confirm the answer renders well on mobile — broad questions like "cold investors" hit the 500-row cap → 30 shown + refine note) + the intake `?`/`@bot` trigger; 2) **W2 step 4** web Ask box (last NL-query client); 3) **W3** bot grid-mutations behind the Matrix approval gate (local-Qwen parse); 4) **W1b** nurture-gap reminders; 5) Grant + Jonathan freeze v2.0 canonical; 6) in-room smoke of the intake disambiguation numbered-pick grammar; then P2 debt (reports comms-aggregate soft-delete sweep, `?limit=abc` crash, auth regression test, oversized StartOS icon).
|
||||
- **Open / risks:** W2 translation only **happy-path-validated** (typos/ambiguous/no-match phrasings shake out in live use); **Claude/Architect path still unverified live on the box**; v2.0 reserve-asset spine is the *working approved* spine but **not canonical** (needs dual sign-off); doc drift — `crm-overview.md` + `EVALUATION.md` still call `lp_profiles` live.
|
||||
|
||||
Reference in New Issue
Block a user